23: Implementing Effective Document Management Systems

May 1, 2023

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HI! I'm Aimee

In today’s episode of Transmit Safety, Aimee talks about implementing document management systems that are effective, accurate, and compliant.

What do you do with all of those directional and operational documents that have been created by putting your value of safety into action? We all know that a well organized banker’s box of documentation is nothing to be ashamed of, not all of us have moved over to a health and safety software. 

So whether or not you’re using paper or electronic files for your health and safety management system, let’s dive in and explore some tips and tricks to effectively manage that process.

In this episode, you’ll learn:

  • What document management is all about
  • Paper versus electronic documentation
  • Security and confidentiality of documentation
  • Training employees to use document management systems
  • Real world document management scenarios

The Transmit Safety Podcast is here to help health and safety practitioners achieve a holistic approach to workplace health and safety so they can become impactful leaders and put the value of safety into action.

Resources and links

Today’s episode was sponsored by Transmit Safety, a consulting business where I help streamline and simplify health and safety management systems through education, program development, audits, and coaching.

If you’d like to join the next cycle of Upgrade and Optimize a group coaching program, go to: transmitsafety.com/program

Want to receive weekly content that will help you become the Health & Safety leader you want to be and stay up to date with me and Sir Reginald? Plug into the Transmit Safety Newsletter here.

Quotes from this episode

“Think about it from the perspective of what if you won a billion dollars and you were no longer at your position? Would the next person coming in after you have any idea of where your files are stored? And how to retrieve them and would they be easily able to pick up that naming convention that you have in place?”

“You shouldn’t be the only one that has the key to the paperwork. The key to the process is to make sure that you understand the record management requirements but also that everybody who needs to get access and interact with the records understands those requirements as well.”

“Managing both paper and electronic documentation or records is critical to ensuring that your organization is able to demonstrate your proof of process.”

Connect with Aimee Arsenault

Aimee Arsenault is a CRSP and CHSC. She is the founder of Transmit Safety, a business that helps you simplify and streamline health & safety management systems.

Linkedin: Aimee Arsenault

Instagram: @transmit.safety

Twitter: @transmitsafety

Website: transmitsafety.com